Hello, I’m Sam, a Private Wealth Manager at Melbourne Capital Group.

I began my career in financial services in 2003 at one of the UK’s leading financial firms. Over the past 20 plus years, I have worked with some of the UK’s largest banks and building societies, gaining extensive experience across all areas of financial advice. I am a qualified Financial Planner, having achieved the Diploma in Financial Advice through the Chartered Insurance Institute.

In 2024, I expanded my services to work with expatriates overseas and joined Melbourne Capital Group. This led me to relocate to Asia, an exciting move, yet one that felt familiar, as I spent part of my childhood in Malaysia, attending The Alice Smith School. I have fond memories of the people and of course, the incredible food!

As an Independent Financial Planner, I am part of a community of professionals committed to providing holistic, impartial and unbiased financial advice. My focus is on placing clients in the best possible financial position, ensuring their long-term security and well-being.

Outside of work, I am a keen cricketer and play for the Malaysia British Cricket Club. I also enjoy windsurfing, golf and of course, the food! Maintaining my physical fitness is important to me, as it keeps my mind positive and focused, allowing me to fully concentrate on my clients’ needs.

With expertise in retirement planning, investment management and estate planning, my goal is to deliver strategies that genuinely meet my clients’ needs and objectives. I aim to guide them through their financial journey, providing peace of mind that they, and their loved ones, are safe and secure.

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